Personal Lines Client Service Manager
Summit Bridge Partners
Personal Lines Client Service Representative Location: New Bedford, MA (Hybrid) Position Overview The Personal Lines Client Service Manager (CSM) supports clients by delivering responsive, accurate service on personal insurance matters via phone, email, and scheduled appointments. Key Responsibilities
- Respond to client inquiries and service needs promptly and professionally
- Document client interactions per company standards
- Utilize agency systems and rating software efficiently
- Address billing, claims intake, and policy coverage questions
- Meet call and service goals; contribute to upsell/rounding efforts
- 1+ year experience in P&C insurance (3+ years preferred)
- Active MA P&C license or ability to obtain within 2 years
- High school diploma or equivalent
- Proficient in Microsoft Office
- Strong communication and interpersonal skills
- Must be able to support required schedule (including virtual rotations)
- Medical, Dental, Vision
- FSA, HSA, Commuter Programs
- Company-paid STD, LTD, and Life Insurance
- Employee Assistance Program
- Paid Parental Leave, Holidays, and PTO
- 401(k) with company match
Vacancy posted 1 day ago
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